Lagniappe

Stokes Family Office

Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!

  1. 1d ago

    Small Caps Shine While Markets Wait

    This week's Lagniappe podcast explores a market that continues to trade in a holding pattern. Greg and Doug discuss why easing inflation has helped calm markets, how strong bank earnings are setting an optimistic tone, and why small- and mid-cap stocks continue to outperform as demand for AI infrastructure fuels growth across the broader economy. The guys also recap an exciting FIFA World Cup semifinal round and preview Sunday's Argentina-Spain final. They close by discussing rising bond yields, what current betting markets suggest about the 2026 U.S. midterm elections, and why reducing political uncertainty could become an important catalyst for markets later this year. Key Takeaways [0:17] – Markets Remain in a Holding Pattern [1:57] – Iran, Oil Prices & Market Volatility [3:44] – Earnings Season Begins [5:00] – Why Small- & Mid-Cap Stocks Are Leading [8:34] – World Cup Semifinals Recap [11:07] – Bonds, Interest Rates & Inflation [13:45] – Midterm Elections & Betting Markets View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    Small Caps Shine While Markets Wait

  2. Jul 8

    Market Catalysts and World Cup Drama

    Greg and Doug discuss why markets are stuck in a holding pattern despite a strong first half of the year. They break down the three catalysts investors should be watching, corporate earnings, Federal Reserve policy, and the upcoming midterm elections, while exploring how AI infrastructure spending and geopolitical tensions are influencing inflation and interest rates. The episode wraps up with Wimbledon, the World Cup, The British Open, and the enduring greatness of Novak Djokovic and Lionel Messi. Key Takeaways [02:40] - Three catalysts that the market is looking for [05:12] - Probability of a rate hike + what the fallout would be [10:41] - The summer of European sports View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    Market Catalysts and World Cup Drama

  3. Jul 2

    America 250: Celebrating Innovation

    As we head into the 4th of July weekend, Greg and Doug Stokes take a moment to express their gratitude and pride as Americans. They look at Meta following SpaceX’s data center strategy, the healthy broadening of the market, and why the U.S. offers an unparalleled risk capital environment, fueling innovation and economic growth. Key Takeaways [00:17] - Why we’re grateful to be American [03:41] - Meta selling excess data center supply [09:25] - The Mag 7 & a broadening market performance [15:06] - Why American investment is unlike any other View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    America 250: Celebrating Innovation

  4. Jun 26

    Oil Prices & GLP-1s

    Greg and Doug Stokes analyze recent market volatility, looking at sector rotation and earnings expectations. They also break down why you can’t trust predictions on oil prices and how GLP-1 drugs could reshape our outlook on health, investment strategies, and the future of the economy. Key Takeaways [00:17] - Volatility under the surface [03:45] - Google's inclusion in the Dow [07:05] - You can’t predict the oil market [15:06] - The impact of GLP-1 Drugs on health and the economy View Transcript Links Trump blames ‘Big Oil’ for gas prices Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    Oil Prices & GLP-1s

  5. Jun 18

    US-Iran MOU: Where Do the Markets Go Now?

    Now that the United States and Iran have agreed to a memorandum of understanding, Doug and Greg break down what that means moving forward when it comes to the markets, oil prices, Fed moves, and defense.  Key Takeaways [00:17] - The US-Iran MOU [04:06] - Defense tech and what we’ve learned from the Iran War [10:43] - What’s driving the market next? [15:15] - The midterm effect View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    US-Iran MOU: Where Do the Markets Go Now?

  6. Jun 12

    The SpaceX IPO and Elon’s Big Bet on Space

    It’s SpaceX IPO week! Greg and Doug discuss that opening, then dive into recent market volatility and why it’s historically normal. They’ll also talk about Elon’s big bet on space and how this burst of technological innovation is affecting defense, work efficiency, the economy, and our everyday lives. Key Takeaways [00:17] - Understanding the recent market correction with historical context [05:50] - The market impact of no resolution in Iran [07:34] - Technological innovation in defense and space [12:43] - The SpaceX IPO [16:18] - Elon’s big space bet [18:20] - The economic/life implications of data centers and AI View Transcript Links Market declines — A little history The Teachers Getting $50,000 Bonuses Thanks to a Massive Meta Data Center Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    The SpaceX IPO and Elon’s Big Bet on Space

  7. May 28

    AI Tailwinds and US Market Resilience

    Greg and Doug give an update on Iran as truce negotiations continue. They’ll explore the impact on global markets and the US economy's resilience. The guys also discuss the ongoing, massive reindustrialization centered around AI and the potential long-term deflationary effects of these technological advancements. Key Takeaways [00:17] - An update on Iran [04:07] - US market resilience [06:52] - AI tailwinds [10:02] - What’s driving the growth of the stock market? [13:15] - Ford, EVs, and AI [16:17] - Technology is the ultimate deflationary factor View Transcript Links US Iran Agree on Further Truce Pending Signoff Micron stock jumps after company tops $1 trillion in market cap EVs, hybrids to hit 30% of car sales in 2026: IEA Roche: Deflation — not inflation — poses a bigger risk in the age of A Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    AI Tailwinds and US Market Resilience

  8. May 15

    The IPO Frenzy Is Here & The Prediction Charlatans Are Back

    Greg and Doug Stokes analyze the recent market surge, IPO frenzy, and the implications of AI and tech stocks. They discuss upcoming IPOs like Cerebris and SpaceX, market bubble concerns, and insights from market experts like Michael Burry and Jeffrey Gunlock. Key Takeaways [00:17] - The AI IPO frenzy has begun [07:27] - Are bubble concerns unwarranted? [09:35] - The prediction charlatans are back View Transcript Links Matt Cerminaro: $100 Billion Companies Would We Be In A Recession Without AI Stocks? Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

    The IPO Frenzy Is Here & The Prediction Charlatans Are Back
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Trailer

4.9
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About

Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!

Information

  • Creator
    Stokes Family Office
  • Years Active
    2022 - 2026
  • Episodes
    220
  • Rating
    Clean
  • Copyright
    © Copyright Stokes Family Office

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